Services

Whether in private industry or the public sector, challenges are inevitable, whether they stem from the ongoing pursuit of strategic goals or the need to address unexpected situations. Successfully navigating these obstacles requires strong leadership and the right resources.

I provide full-circle accounting support to my clients.

If you’re looking for an experienced CPA to take a holistic approach to your financials I may be the right fit for you. I work directly with your banker, wealth advisor, attorney, insurance agent to show you a wider scope and then help you take the next steps towards your goals.

I assist businesses and individuals with a comprehensive suite of accounting, tax, advisory, and outsourcing services designed to help them respond swiftly to urgent challenges, anticipate opportunities and risks, and achieve profitable growth.

I offer a wide range of services across numerous industries.

I also cater to the unique needs of high-net-worth individuals, their families, and their enterprises.

I will look at all aspects of your business for ways to save money, increase revenue, and minimize taxes. Share and implement unique strategic ways to grow your business.

My clients rely on me to address a wide range of issues, from routine matters to complex challenges, trusting me to deliver solutions that are tailored to their specific needs, resources, and goals.

Let’s drill down to find out what you need to focus on next to achieve your financial goals.

My Services

  • CPA working with you to grow your practice's production and profitability

    Accounting & Outsourcing

    Financial Statement Preparation

    Fixed Asset Records Management

    Outsourced Bookkeeping

    HR Management

    Employee Benefit Management Facilitation

    Compensation Formula Calculation & Design

  • Experienced CPA assisting you with sound fiscal management practices that support your mission

    Tax

    Individual Federal and State Tax preparation

    Corporate, Partnership, SCorporation, Tax Preparation

    Sales & Use Tax

  • Hire a CPA Consultant to build stability, and allow your organization to be flexible now and in the future with sound fiscal management practices that support your mission

    Advisory

    Assist with merger and acquisition identification and due diligence

    Practice Management

    KPI reporting on industry metrics

    Revenue cycle management analysis of monthly results and advise on areas of opportunity or risk

  • Outsource to an experienced CPA who will go over and above to organize your information and report results in a timely manner in a way you can understand. Let's talk about what you need to focus on next to achieve your financial goals.

    Revenue Growth & Diversification

    Present and implementation additional revenue stream ideas

    Train healthcare staff on programs

    Provide ongoing education and support as revenue grows

Book a Consultation

We've worked with Dawn twice on two different practice purchases, one we did not end up purchasing and one we did a partnership on. She was incredibly helpful in explaining the financial statuses of the business as well as helping us to understand if the financials and appraisals that were presented were accurate and if the financials of the practice supported the purchase price/contract that was presented.

— Annie Wallander, DMD

Do you have questions before getting started? Get in touch.